Dream Big Wealth Strategies

Dream Big Wealth Strategies is a financial planning firm led by founder Julianne Hertel, who guides clients through a process she calls the Dream Big Blueprint. The approach starts with clarifying what people want to accomplish, then simplifying money decisions so their finances line up with those goals. The firm offers comprehensive planning, advisory services and help with rollovers.

Meetings are arranged by request through the firm's website or by phone. Julianne's clients tend to be people who want to create impact, leave a legacy and enjoy the journey along the way. The office is at 12 East Worcester Street in Worcester, and the team also includes client service staff.